-78.9%
BULG vs VT
+24.1%
-103.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -1.6% |
| 7D | +8.3% | +1.0% | +7.3% | +4.7% |
| 30D | +61.7% | -0.2% | +62.0% | +65.8% |
| 3M | +139.5% | +4.5% | +135.0% | +101.1% |
| 6M | +123.9% | +14.1% | +109.9% | +27.9% |
| YTD | -3.6% | +14.8% | -18.4% | -43.9% |
| 1Y | -72.7% | +21.2% | -93.9% | -88.6% |
| All | -78.9% | +24.1% | -103.1% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling